Setting Up Single Sign-On with Salesforce

This article will run you through how to set up SSO between Salesforce and Holistiplan

Salesforce Setup

To begin the SSO set up you will need to create a  "Connected App" for Holistiplan. For more detailed documentation on how Connected Apps work in Salesforce reference their documentation here

1. Inside you App Manager in Salesforce select New Connected App

2. Once created enable SAML and fill out the Web App Settings with the information displayed in the image below:

3. Save the new Connected App then navigate to Manage Connected Apps and click on the newly created application 

Once selected navigate to the SAML section and confirm it looks like the following:

4. Next you'll want to scroll down to the Custom Attributes section on this screen and click on the new button. Add the attribute attr_email with the value $User.Email

5. Finally return back to the SAML section on your Holistiplan app and click Download Metadata. This will be used when setting up SSO on the Holistiplan side

Holistiplan Firm Admin Setup

1. Open your Holistiplan Application and navigate to Settings > Security Settings. Here you should see the following box. If you don't please reach out to support@holistiplan.com to get this enabled

2. Select Salesforce as your Identity Provider

3. Click on the Salesforce Settings button

4. Next click on Import from XML and upload the xml metadata file we downloaded from Salesforce in step 5 of the Salesforce Setup section

This will auto-populate the following fields, and should look something like this afterwards. Then press Submit.

6. Finally either select Enable SSO or SSO Only (no passwords) based on your firms preference

After this your setup is complete! Feel free to log out and log back in via SSO.

If you're still experiencing any issue or having any trouble with this setup, reach out to support@holistiplan.com